Pulling SEC filings + quote and writing the call…

Zurn Elkay Water Solutions Corp
Next earnings Jul 27, 2026 (after close) · consensus $0.48 EPS, $488M rev
Last earnings -0.1% on 2026-05-27
High-quality water-products compounder with 45% gross margins and clean balance sheet, but a 43.5x multiple prices in the growth.
Sources: SEC EDGAR (CIK 0001439288, latest 10-Q filed 2026-04-21) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:42 PM.
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Middling fundamentals and a rich price (~27% above fair value) leave little margin of safety — a wait-and-see.
Zurn Elkay is a focused water-management business — drinking-water, drainage, hygiene and flow-control products for commercial and institutional buildings — with attractive economics. FY2025 revenue grew 8.3% to $1.70B, operating income rose 14.0% to $279M, and net income climbed 23.6% to $198M, lifting diluted EPS 25.0% to $1.15. The 45.1% gross margin, expanding 16.4% operating margin, and steadily rising profitability reflect a differentiated, specification-driven product portfolio with pricing power. The multi-year record is one of consistent growth, from $911M revenue in FY2021 to $1.70B now.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $911M | $1.28B | $1.53B | $1.57B | $1.70B |
| Gross profit | $373M | $466M | $648M | $707M | $765M |
| Operating income | $107M | $107M | $191M | $245M | $279M |
| Net income | $121M | $61.7M | $113M | $160M | $198M |
| Diluted EPS | $0.97 | $0.40 | $0.64 | $0.92 | $1.15 |
| Net margin | 13.3% | 4.8% | 7.4% | 10.2% | 11.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1071 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-28 | Klun Daniel J Chief Financial Officer | Award | 2.28K | |
| 2026-04-15 | MOORE GEORGE C Director | Award | 660.00 @ $47.39 | $31.3K |
| 2026-04-15 | Troy Peggy Director | Award | 607.00 @ $47.39 | $28.8K |
| 2026-04-15 | CHRISTOPOUL THOMAS Director | Award | 634.00 @ $47.39 | $30.0K |
| 2026-04-15 | Longren David C. Director | Award | 607.00 @ $47.39 | $28.8K |
| 2026-04-15 | Schooler Rosemary Director | Award | 528.00 @ $47.39 | $25.0K |
| 2026-02-17 | Chhabra Sudhanshu VP-Zurn Business Systems | Sell | 2.02K @ $50.85 | $103K |
| 2026-02-17 | Troutman Michael Chief Information Officer | Sell | 448.00 @ $50.80 | $22.8K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.